Get Sales Forecasting running in four steps.

Click Get started, then use Proto to configure Sales Forecasting for your business. Identify the pilot reps, their Sales Manager and the leadership owners above them. Admin checks user identities and manager relationships, while Sales Operations prepares the operating calendar.

Choose the quarter and submission deadline, then agree currency and revenue or bookings basis with Finance Analyst. Prepare the quotas and a small opportunity pipeline with realistic stages, probabilities and close dates. Review the category rules and explain when a rep should use a manual override.

Follow Prepare the forecast cycle, then submit and review the pilot calls. Compare the resulting leadership rollups with the contributing submissions and any separate overlays.

Repeat period opening and rollup recomputation to check that records are updated without duplication. Rehearse manager reopening, a close-date slip and a scenario recomputation. Test notification delivery with the intended users. Finish by locking an ended period, denying further rep edits and reconciling the final forecast with variance evidence. Use Implementation to agree the next teams and connections.